Toolkit


This toolkit is prepared for organizations that are interested in implementing Cycle-based Budgeting (CBB). If you have questions about using this toolkit, please post them to the online forum. If you need help with introducing CBB to your organization and implementation, please contact us. You can download the whole toolkit in a singe zip file.

To Start: Introduce CBB to your organization

Cycle-based Budgeting - A Primer pdf

How CBB addresses limitations of incremental budgeting and zero-based budgeting.

CBB Logic Model pdf

CBB logic model, mind map and pyramid chart.

CBB Implementation Guide & Strategies pdf

Strategies for introducing CBB to your organization and implementation levels.

CBB Year 1 Implementation

CBB Implementation Manual pdf

Phases and activities for implementing CBB.

CBB Budget Request Form  infopath

Budget request form is available in two versions. One is a MS Word template (See this blog post for a brief description). The other is an InfoPath form that can be published to your district's SharePoint site. Refer to CBB Technical Manual on how to set up and use it.

CBB Technical Manual pdf

Setup and manage the budget request and tracking system.

CBB Year 1 Report pdf

Report of budget requests and approvals at the end of CBB Year 1 implementation.

CBB Decision Scenario 

An Excel tool using Power View to run what-if scenarios. Refer to CBB Technical Manual on how to set up and use it.

CBB Year 2 Implementation

Beyond A Budget Tool (Coming up)

How to use CBB to manage messaging, attention, and collaboration.

CBB Year 2 Report pdf

Report of budget requests and approvals at the end of CBB Year 2 implementation.

CBB Year 3 Implementation

Academic Return on Investment (A–ROI) pdf

Define A-ROI and illustrate how it can be calculated with different outcome measures.

Decision Tool 

An Excel tool to run what-if scenarios. Refer to this blog post A Decision Tool and Two Decision Rules for instructions.